Profit Sharing · DOL Form 5500 · 2022

Ojai Valley School, Inc. Profit Sharing Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
124
Participants Small participant base
63rd
Percentile by assets National rank
$74,569
Avg per participant Below avg balance/head
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Official DOL plan name: Ojai Valley School, Inc. Profit Sharing Plan · Sponsored by Ojai Valley School, Inc. · California · Educational Services

$9M in assets, 124 participants

Ojai Valley School, Inc.'s Ojai Valley School, Inc. Profit Sharing Plan reported $9M in total assets and 124 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #1,868 in Educational Services (4,024 peers)

Coverage in California

Ojai Valley School, Inc. Profit Sharing Plan covers 124 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $9M.

#1,868
in Educational Services (4,024 peers)
+1.8%
assets growth YoY

Ojai Valley School, Inc. Profit Sharing Plan's mid-pack asset rank among Educational Services and all filers

Ojai Valley School, Inc. Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$9,246,567 Top 37% higher than 63% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Ojai Valley School, Inc. Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ojai Valley School, Inc. Profit Sharing Plan sits mid-pack in the medium band (124 participants).

Plan-year Form 5500 strip

Filing strip 951661099 · Ojai Valley School, Inc. PY 2022 · Profit Sharing

Ojai Valley School, Inc. Profit Sharing Plan · $9M · 124 · 63rd

  • PCT $9M
  • EIN 124
  • RANK 63rd
  • PHOTO Profit Sharing
  • IND near William W. Roberts, III, D.M.D., P.C. Profit Sharing Plan
  • EOY ind #1868

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Educational Services retirement plans → · Plans in California →

Ojai Valley School, Inc. Profit Sharing Plan in the asset neighbourhood

Fidelity Profit Sharing Retirement PlanFidelity Profit Sharing Reti…$9MMtha Retirement Plan for Backstretch EmployeesMtha Retirement Plan for Bac…$9MOjai Valley School, Inc. Profit Sharing PlanOjai Valley School, Inc. Pro…$9MWilliam W. Roberts, III, D.M.D., P.C. Profit Sharing PlanWilliam W. Roberts, III, D.M…$9MMagellan International Trading Corporation Profit Sharing PlanMagellan International Tradi…$9M
End-of-year total assets ($M) among Ojai Valley School, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income$164K
Employer EIN951661099
Plan Effective Date1977-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ojai Valley School, Inc.)

Sponsor-wide plan assets over time

All Ojai Valley School, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 30.699850862506622% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $15M $10.4M ▼ -30.7%
Year Plans Participants Total Assets
2022 2 209 $15M
2023 2 211 $18M
2024 1 137 $10M

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Ojai Valley School, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Ojai Valley School, Inc. Profit Sharing Plan, Total assets ($B): 0.009246567 · Participants: 124Ojai Valley School, Inc. Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 6.922537047 · Participants: 22216Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 5.599096297 · Participants: 9727Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.566886773 · Participants: 67173Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.163824 · Participants: 5104Memorialcare Retirement PlanCedars-Sinai Health System Defined Contribution Retirement Plan, Total assets ($B): 0.797223577 · Participants: 11344Cedars-Sinai Health System Defined Contribution Retirement Plan
Ojai Valley School, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Ojai Valley School, Inc. Profit Sharing Plan side-by-side with 3 peers →

Ojai Valley School, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is William W. Roberts, III, D.M.D., P.C. Profit Sharing Plan in PA ($9M); by covered participants it is The Anti-Cruelty Society 403(b) Plan in IL (124 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (124 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ojai Valley School, Inc. Profit Sharing Plan assets move in 2022? ▼
Ojai Valley School, Inc. Profit Sharing Plan edged up modestly - up 1.8% during 2022, from $9M to $9M. Reported net income was $164K.
How have Ojai Valley School, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ojai Valley School, Inc.'s sponsor-wide assets declined 30.7%, from $15M to $10M.
Which Profit Sharing plans are similar in size to Ojai Valley School, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is William W. Roberts, III, D.M.D., P.C. Profit Sharing Plan in PA ($9M, 8 participants).
Which Profit Sharing plans cover a similar participant headcount to Ojai Valley School, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is The Anti-Cruelty Society 403(b) Plan in IL (124 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 951661099.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.